Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200+ 0.46% |
$19.4K - $19.9K
|
43.8K
$4.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
198+ 1.98% |
$19.2K - $19.7K
|
10.2K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
198+ 4.94% |
$19.2K - $19.7K
|
4.21K
$423K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
194+ 0.76% |
$18.8K - $19.3K
|
25.8K
$2.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
191New |
$18.5K - $19K
|
191
$19.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
190+ 9.3% |
$18.4K - $18.9K
|
2.23K
$225K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
186+ 0.1% |
$18K - $18.5K
|
193K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
183+ 3.34% |
$17.7K - $18.2K
|
5.67K
$570K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
182+ 2.52% |
$17.6K - $18.1K
|
7.41K
$745K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
182+ 4.96% |
$17.6K - $18.1K
|
3.85K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
180+ 2.89% |
$17.4K - $17.9K
|
6.41K
$644K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
178+ 0.42% |
$17.2K - $17.7K
|
42.9K
$4.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
178+ 0.93% |
$17.2K - $17.7K
|
19.3K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
174+ 1.12% |
$16.9K - $17.3K
|
15.7K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
173New |
$16.8K - $17.2K
|
173
$17.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
163+ 0.99% |
$15.8K - $16.2K
|
16.7K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
161+ 104.55% |
$15.6K - $16K
|
315
$31.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
160+ 1.57% |
$15.5K - $15.9K
|
10.4K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
155+ 5.22% |
$15K - $15.4K
|
3.13K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
150+ 2.17% |
$14.5K - $14.9K
|
7.05K
$709K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
150+ 2.85% |
$14.5K - $14.9K
|
5.42K
$544K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
149+ 2.69% |
$14.4K - $14.8K
|
5.69K
$572K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
149+ 5.24% |
$14.4K - $14.8K
|
2.99K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
142+ 5.12% |
$13.8K - $14.1K
|
2.91K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
139+ 2.97% |
$13.5K - $13.8K
|
4.81K
$484K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
133+ 2.12% |
$12.9K - $13.2K
|
6.42K
$645K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
133+ 4.41% |
$12.9K - $13.2K
|
3.15K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
130+ 0.52% |
$12.6K - $12.9K
|
25.1K
$2.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
130New |
$12.6K - $12.9K
|
130
$13.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129+ 0.29% |
$12.5K - $12.8K
|
44.1K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
129+ 3.97% |
$12.5K - $12.8K
|
3.38K
$340K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
125+ 2.08% |
$12.1K - $12.4K
|
6.14K
$617K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
117New |
$11.3K - $11.6K
|
117
$11.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
110+ 0.2% |
$10.7K - $10.9K
|
54.6K
$5.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
107+ 5.19% |
$10.4K - $10.6K
|
2.17K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
105+ 1.08% |
$10.2K - $10.4K
|
9.82K
$987K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
104+ 1.62% |
$10.1K - $10.3K
|
6.54K
$657K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
103+ 0.8% |
$9.97K - $10.2K
|
12.9K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 1.2% |
$9.68K - $9.95K
|
8.43K
$848K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
100+ 1.88% |
$9.68K - $9.95K
|
5.41K
$544K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
95New |
$9.2K - $9.45K
|
95
$9.55K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
94+ 47.0% |
$9.1K - $9.35K
|
294
$29.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
93+ 1.5% |
$9.01K - $9.25K
|
6.3K
$633K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
93+ 21.99% |
$9.01K - $9.25K
|
516
$51.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
93+ 3.63% |
$9.01K - $9.25K
|
2.66K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
92+ 3.44% |
$8.91K - $9.15K
|
2.77K
$278K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
91+ 6.33% |
$8.81K - $9.05K
|
1.53K
$154K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
90+ 1.62% |
$8.72K - $8.95K
|
5.65K
$568K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
86+ 1.06% |
$8.33K - $8.55K
|
8.17K
$822K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
86+ 0.18% |
$8.33K - $8.55K
|
47.2K
$4.74M
|